Posts by Bill Siddiqui
TGF: report for Q4 2021
Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020, through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…
Read MoreTGF: report for Q3 2021
Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020, through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…
Read MoreTGF: report for Q2 2021
Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020 through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…
Read MoreTGF: report for Q1 2021
Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund: The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020 through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…
Read MoreTGF: Q4 2020 and Overall 2020 Report
Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund: The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020 through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…
Read MoreThe Tralucent Global Equity Fund and You
The inception of the Tralucent Global Equity Fund: The Tralucent Global Equity Fund (TGEF) was official created on March 31, 2020. The TGEF was created through the consolidation of holdings from the majority of Tralucent’s separately managed accounts. How this looks to you and your accounts: Account holders were given an equivalent number of units…
Read MoreCoronavirus: Surely, we shall prevail. And, this too shall pass.
Putting corrections in perspective: In short order, as of 10/03/20 the markets are down some 17%. Down markets are hardly a new phenomenon, and such moves happen on average almost every 2 years. There is almost always an event in the news that is scary on the surface: images are conjured up that suggest that…
Read MoreOur Response to the Nuvo Corona virus
Putting events into perspective of a 100 Trillion dollar economy: As we have previously explained in person to some of our clients, such phenomena as a virus breaking out are quite common BUT insufficient to derail the worlds economies. These things are simply NOT grounds to be getting alarmed about. The world economy is over 100…
Read MoreA Review of Equity Markets December 2018
BEING THANKFUL FOR THE CORRECTION AND THE OPPORTUNITY TO BUY Summary: The US Equity markets are down some 10% from their highs. We should all thank our stars for this wonderful Holiday gift where we can add to high quality shares at approximately 10% less than what they were going only a few weeks ago.…
Read MoreInterest rates and stock markets, October 2018
In summary: Interest rates must go up dramatically to something like 7% before they become threat to the stock market. The reason is that the expected profit from the stock market is at least 7%. So, interest rates must move up to that level where they will become a source of serious competition. Expected Earnings…
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